Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,743 | $108,701-77.2% | $74,723-66.9% | $152,909-83.8% |
| Participation rate | 85.7% | 65.4%+20.4pp | 54.5%+31.3pp | 82.5%+3.3pp |
| Annual return | 25.60% | 114.12%-88.5pp | 753.18%-727.6pp | 345.46%-319.9pp |
| Employer contribution / active EE | $1,537 | $1,504+2.2% | $1,084+41.7% | $4,764-67.7% |
| Participant deferral / active EE | $4,860 | $2,709+79.4% | $1,962+147.8% | $5,851-16.9% |
| Admin fee / account holder | $448 | $4,906-90.9% | $3,335-86.6% | $11,601-96.1% |